CIK: 0001570251
申报总市值
US$3.0亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 33.27% | — | -1.83% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 10.44% | — | +6.27% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.73% | — | -14.28% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.85% | — | -2.58% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.79% | — | +4.66% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 5.52% | — | +5.26% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.20% | — | +2.14% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.87% | — | -1.10% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.41% | — | -1.25% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.28% | — | -0.69% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.21% | — | -1.18% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.23% | — | +6.01% | |
| 13 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 1.11% | — | — | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.10% | — | -0.93% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.08% | — | +4.68% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.05% | — | -1.24% | |
| 17 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.84% | — | -59.98% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.49% | — | -1.94% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.48% | — | -2.14% | |
| 20 | CROX | Crocs INC | 股票-周期性消费 | 0.43% | — | +3.65% | |
| 21 | GOOG | Alphabet A | 股票-通信服务 | 0.27% | — | -85.14% | |
| 22 | ✓ | 股票-其他 | 0.12% | — | — | ||
| 23 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.12% | — | -2.17% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | -28.99% |